Job Description
- Manage customer bank accounts; open, close and oversee transactions
- Resolve issues with banking services and accounts
- Answer incoming calls from customers and resolve basic inquiries for deposit and basic loan questions.
- Perform account maintenance for customers who want to change their banking products
- Learn and follow the bank's operating procedures
- Process additional functions including detailed reporting as assigned by supervisor
- Escalate issues when necessary to supervisor in order to achieve successful customer service
- High School Diploma or equivalent.
- Two years of experience in customer service or comparable positions.
- Experience in loan sales, application generation, and loan closing experience at a financial institution.
- Previous experience in understanding and explaining credit bureau reports, liaising with members in satisfying loan stipulations, scheduling closings, and processing loan documents.
- Successful ability to sell ancillary insurance products.
- Ability to build positive relationships within the bank and capable of establishing professional expertise through integrity, dedication, and strategic counsel.
- Strong written and oral communication skills; must be able to convey complex concepts in a clear and concise manner.
Key skill Required
- Customer Service
- Accounting
- Sales
- Accounts
- Answer Incoming Calls
- Banking Services
- Communication
- Dedication
- Development
- Influence
- Insurance
- Loan Closing
- Maintenance
- Reporting
- Talent Acquisition